Planning for a Diverse and Equitable Future is a monthly video series created by The American College of Trust and Estate Counsel’s Diversity, Equity and Inclusivity Committee. ACTEC considers the historical, continuing, and devastating impact of institutionalized racism against people of color in our society to be a humanitarian, rather than a political issue.
This series strives to educate by discussing issues surrounding racism and offer recommendations to combat inequality.
Trust and estate lawyers discuss the importance of opportunities presented through mentoring and encourage participation in affinity bars.
Religious-based giving is known by many names such as tithe, philanthropy, charity, Tzedakah, and Zakat. Trust and estate lawyers discuss the impact of faith on end-of-year giving and how to respect religious diversity when advising clients.
Legal experts explain legal options for families and individuals with disabilities, including alternatives to guardianship, supported decision-making, legal documents and more.
An explanation of what is heirs property, discussion of how it has impacted families of color, and possible strategies to address the problem.
Author Natalie Baszile shares her research into the inequity of intergenerational wealth illustrated through the reality of Black American farmers and centuries of discrimination, government programs and practices.
ACTEC Fellows offer an introduction to the wealth disparity resulting from slavery and Jim Crow law, the history of reparations, and the connection to wealth transfer and wealth taxation.
Judge Ashleigh Parker Dunston of North Carolina discusses her experiences with racism, implicit biases and offers recommendations for the legal profession.
How is the legal profession doing with gender equity, especially in trust and estate litigation? Is there still an income disparity between men and women? Four attorneys from The American College of Trust and Estate Counsel share their experiences and recommendations for improving equality in the trust and estate profession.
Two ACTEC Fellows discuss the differences between cultural sensitivity and cultural competence from the viewpoint of Asian American attorneys and explain why these skills are essential elements of effective estate planning. They also provide practical guidance as to how attorneys may best address sensitive cultural topics with their clients. Learn more in this important video.
There is a diversity problem in the legal profession. How can we address it? Four impressive attorneys tackle the problem head-on and offer practical steps for mentoring, sponsoring, recruiting and retaining diverse people. The video offers recommendations and advice for law firms.
Guests from the American Heart Association, Carl Wayne and Nicolla Ross, are joined by Lorraine del Prado of del Prado Philanthropy, to dicuss how professionals can use an equity and diversity lens when working with clients, the philanthropic attributes clients might look for in nonprofits, and recommendations to combat inequality in this video.
In honor of Black History Month, ACTEC presents a mini-documentary about the family of one of our Fellow’s journey to freedom from slavery in 1846. This emotional narrative offers insight into one family’s journey to freedom and the critical role of a Last Will and Testament.
ACTEC Fellows Cynthia Lamar-Hart and Paula A. Kohut share their legal and practical experience supporting transgender people who are changing their name and gender. Learn more about updating vital records and estate planning considerations in this video.
How do society and professionals promote generational wealth? Author Rochelle Riley and ACTEC Fellow Stephanie L. Perry discuss economic inequality for people of color, and actions estate planners and wealth management professionals can take to combat the wealth gap in America.
To review ACTEC's position on diversity, equity and inclusivity,
please read ACTEC Statement Condemning Racism.